Amazon, every mention
98 scenes (2018), the whole family · ← back to Amazon
tap a year for its mentions
every year 2018 anyone Harry Stebbings 531Rory O'Driscoll 35Jason Lemkin 27Rebecca Kaden 20Chris Degnan 18TJ Parker 17David Cahn 16Jamie Siminoff 13Des Traynor 13Everett Randle 11
Verbatim, from the transcripts: the passages where Amazon comes up
20VC: A Framework For Approaching Risk and How It Affects Portfolio Construction | Lessons and Advice From Working with Dropbox's Drew Houston | Why Being A Learning Animal Is The Most Important Factor For Success with Ted Wang, Partner @ Cowboy Ventures
20VC: Why Founders Should Not Always Be Raising, How To Build Relationships with VCs In A Condensed Timeframe, Why The Founder To VC Relationship Is Not Like A Marriage with Dave Vasen, Founder & CEO @ Brightwheel
- ▶ 0:45 Harry Stebbings As for Dave, though, prior to Brightwheel, he was a VP of product at Alt School, and before that, spent three years at Amazon in numerous different roles, including head of K-II education on Kindle, and developed
- ▶ 0:45 Harry Stebbings As for Dave, though, prior to Brightwheel, he was a VP of product at Alt School, and before that, spent three years at Amazon in numerous different roles, including head of K-II education on Kindle, and developed 2 times in the scene
- ▶ 3:57 Dave Vasen I built the K-II education team for Kindle within Amazon.
- ▶ 3:57 Dave Vasen I built the K-II education team for Kindle within Amazon.
- ▶ 11:22 Dave Vasen We borrow from Amazon that we use docs, for example, to facilitate decision-making and writing down narratives.
- ▶ 28:04 Dave Vasen I spent several years on Amazon.
20VC: Top 3 Considerations When Evaluating Consumer Businesses Today | 700 Meetings, 70 LPs, 2 Years, What It Takes To Raise a First Time Fund| The Power of The Female Network In Action Today with Anu Duggal, Founding Partner @ Female Founders Fund
- ▶ 5:38 Anu Duggal They'd worked at large technology companies like Amazon, Google, Facebook, and had very relevant skill sets, had been part of these companies scaling, and were really looking to apply these skill sets to solve problems they faced
- ▶ 10:59 Anu Duggal From an exit perspective, you know, I think that you have the likes of Walmart and Amazon, as well as, you know, the P&Gs and Unleavers and L'Oreal's of the world that, from a multiple perspective, you know, we've seen can be willing to…
20VC: Index's Danny Rimer on His Biggest Lessons On Price, Ownership, Board Dynamics & Building Consumer Businesses from Backing The Likes of King, Skype, Farfetch, Glossier and more...
- ▶ 6:07 Danny Rimer And then was an internet analyst for the first wave of the internet, so from 94 to 99, and I had all buys on all my universe of stocks, so we took Amazon public, and we took Netscape public, and we took Lycos and VeriSign and all these…
- ▶ 9:59 Harry Stebbings In terms of the consumer element, though, that we mentioned, I mean, one kind of behemoth in the space that we can't ignore is Amazon.
- ▶ 10:04 Harry Stebbings We recently had Rebecca Caden on the show, and she said that, to a certain extent, all VCs have to permanently watch Amazon. 9 times in the scene
20VC: Why Warm Intros Are Mostly Dumb, Why Ownership is Built On First Check and 4 Crucial Elements To Make Cold Inbound Attractive with Leo Polovets, General Partner @ Susa Ventures
- ▶ 17:40 Leo Polovets And for example, like if we look at Amazon, it has so many moats around economies of scale and proprietary data and all of these other elements. 3 times in the scene
20VC: Ryan Caldbeck on Why The Business Model of VC is Broken, Who is To Blame, How The Best Funds Will Use Data Intelligently Moving Forward & Whether We Are In A Consumer Bubble Or Not?
- ▶ 20:24 Ryan Caldbeck The reason is that retailers, online and offline, recognize that if you're only competing on price, you're going to get killed by Walmart, by Amazon.
- ▶ 30:04 Harry Stebbings Why will Amazon lose to Instacart for grocery delivery? 2 times in the scene
20VC: The 2 Core Roles Played By The Best Seed Investors Today, What To Look For In Potential Co-Investors & Why Seed Funds Can Grow Ownership in Their Best Companies Across Rounds with Ron Bouganim, Founder @ Govtech Fund
- ▶ 26:07 Ron Bouganim It's 10 times Amazon's current GMV, just what the U.S. government spends every year.
20VC: Phil Libin on Why The Concept of A Silicon Valley Style Startup Is Made To Benefit VCs, Why The Very Structure of Companies Is Outdated and Inefficient & What It Means To Build The Netflix of Product
- ▶ 8:40 Phil Libin They're just like self-serving good for Silicon Valley, and they're becoming less and less important because of a lot of platform work that, well, honestly, Silicon Valley companies have done because of Apple and Google and Amazon. 2 times in the scene
- ▶ 12:31 Phil Libin All you have to do is look at the average tenure of employees in these big companies, like the average number of months that someone is staying an employee at Google, at Facebook, at Amazon, at Apple is surprisingly short.
20VC: Why Too Many People Give Up Too Quickly, Why You Should Never Start A Venture Without Owning The Underlying Data & Why We Have Over-Estimated The Ability of Automation with Dennis Mortensen, Founder & CEO @ X.ai
- ▶ 16:39 Harry Stebbings That kind of boom of the conversational UI, and we've seen that from Alexa to Google Home.
- ▶ 18:35 Dennis Mortensen I think we'll still have a mix of UIs, just like most of my engineers manage all our servers on the command line on AWS, as in they didn't move into other UIs, and certainly my visual UI designers still sit at a big-ass monitor and use a…
- ▶ 23:38 Dennis Mortensen And you certainly kind of experience this, even just speaking to your Alexa or Google Assistant at home, where some things are, hey, just turning a little bit, uh, too cumbersome for something which is kind of rather simple.
20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
- ▶ 12:49 Harry Stebbings What if Amazon moves into this space? 2 times in the scene
- ▶ 12:57 Rebecca Kaden I think we should all look at Amazon with basically like a healthy dose of fear and awe and respect. 14 times in the scene
20VC: How The Best Founders Approach Bet The Company Decisions, How to Put Your Board to Work & How To Optimise Strategic Thinking on Boards with Maynard Webb, Founder @ Webb Investment Network & Everwise
- ▶ 5:07 Maynard Webb The amount of investment you used to and capital you used to have to have was amazing because you had to build all of your own infrastructure, and today you can go to Amazon or Google or Salesforce and get started in a much easier fashion.
- ▶ 5:26 Harry Stebbings If there's kind of the ease of entrepreneurship being Amazon web hosting?
- ▶ 31:00 Harry Stebbings You can find that on Amazon, at Dear Founder.
20VC: Benchmark's Sarah Tavel on Why Investing Success Lies In Small Markets Adjacent To Very Large Ones, Why You Have To Be Judicious On When To Pay Up vs Be More Price Sensitive & Why Crypto Investing Is Like The Early Days of AdTech Investing
- ▶ 13:26 Sarah Tavel And that is the bet that we will make time and time again, because, you know, when you think about many of the biggest unicorns that, that I think about now today, all of those companies look small in the beginning, you know, Airbnb,…
20VC: Lessons Learned Scaling PillPack from Seed to Amazon Acquisition, Why Investors Should Spend More Time Assessing Human Capital Risk Taken by Founders & The Right Way To Think About Capital Efficiency in Scaling with David Frankel, Managing Partner @
- ▶ 0:26 Harry Stebbings PillPack and the incredible journey that led to their recent acquisition by Amazon.
- ▶ 7:21 Harry Stebbings Acquisition by Amazon, And one you've mentioned to me before is the very striking founder market fit with Elliot and TJ, the founders, and the market with PillPack.
20VC: Behind The Scenes of a $Bn IPO Process, What Startups Can Learn From Teddy Roosevelt's "Five Minute Meetings" and What John Lennon Teaches Founders About Storytelling with Howard Lerman, Founder & CEO @ Yext
- ▶ 11:52 Howard Lerman Probably Alexa is listening to everything as we say it.
- ▶ 23:46 Howard Lerman And the intelligent services of today, Siri, Google Assistant, Alexa, Google Assistant, 2 times in the scene
20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
- ▶ 1:18 Harry Stebbings To customize their sites, manage shipping and payments, and list products on the likes of Amazon and Facebook, and you can learn more at bigcommerce.com.
- ▶ 27:39 Harry Stebbings The platform allows companies of all sizes to customize their sites, manage shipping and payments, and list products on the likes of Amazon and Facebook, and you can learn more at BigCommerce.com.
20VC: The 2 Core Areas Value Will Accrue In Crypto, Why Crypto Will Drive The Re-Centralisation of Talent Back Into Silicon Valley & Why Regulation Is The Opposite of What We Should Be Concerned By in Crypto with Avichal Managing Partner @ Electric Capita
- ▶ 23:56 Avichal Garg Of course, there are some, some notable exceptions like Amazon, but by and large, that centralization has happened repeatedly in Silicon Valley, and I think it's because this tribal knowledge of how you build organizations that can scale…
20VC: Why Founders Must Use VCs as a Barometer, How to Make Distributed Teams Work Successfully & The Biggest Mistake People Make Early In Their Career with Dylan Serota, Founder @ Terminal
- ▶ 5:13 Dylan Serota So my aha moment was when I realized that there's actually an incredible opportunity to create a company that could simplify this process by thinking about providing a platform that could take on a lot of the large upfront costs of real…
20VC: Why Partners Are There To Save Each Other From Themselves, Why Effective Reserve Allocation Is The Hardest Question In Venture & What Makes The Truly Special Board Members with Jeff Fagnan, Founding Partner @ Accomplice
- ▶ 0:29 Harry Stebbings Welcome Jeff Fagnon, founding partner at Accomplice, one of the East Coast's leading early stage funds, with a portfolio including the likes of AngelList, PillPack, recently acquired by Amazon, FreshBooks, Hopper, SecretEscapes, and many…
- ▶ 28:04 Harry Stebbings Listen, I'm going to buy it on Amazon straight away.
20VC: Why Founding Your First Company Is Like Learning Through A Thousand Paper Cuts, The 3 Core Phases to Product Adoption and Why Valuation Obsession Must Change In The Valley with Armon Dadgar, Founder & CTO @ Hashicorp
- ▶ 0:41 Harry Stebbings As for Armin, today he leads the HashiCorp Research Group and focuses on industrial research in the security and large-scale system management space, and prior to founding HashiCorp, Armin was a software engineer at Keep and Amazon.
- ▶ 3:01 Harry Stebbings but I'd love to kick off today by discussing a little bit about you, and how did you make the move from Amazon intern to founding one of San Francisco's hottest companies in the form of HashiCorp, and what's that founding story in a…
20VC: 3 Core Considerations When Investing In Physical Product Co's, Are We In A Direct-To-Consumer Bubble & Why Many Sub $100m Funds Are Moving Earlier and Earlier with Nick Brown, Managing Partner @ Imaginary
- ▶ 11:40 Harry Stebbings Rebecca Caden at USV Now stated that there's a lot of skepticism around physical product companies being venture businesses these days with Amazon scale, fragmentation of market, etc.
- ▶ 27:32 Nick Brown I mean, we're definitely seeing a world that's dominated by Amazon. 7 times in the scene
20VC: Lightspeed Partner Adam Goldberg on Why There Remains No Mass Market Crypto Consumer Product, The Future For The Token Economy, The Good and Bad of Telegram's ICO and Why The Rate of Founder Learning is The Most Important Element A VC Can Assess
- ▶ 10:26 Adam Goldberg To information, that's Google, and to purchases, that's Amazon.
20VC: The Metrics That Matter In Early-Stage Consumer, Why Moats Matter More Than Brand Today and How VCs Deal with S*** Hit The Fan Moments with Jason Stoffer, Managing Partner @ Maveron
- ▶ 25:03 Harry Stebbings Amazon does more to make the market than it does destroy it. 9 times in the scene
20VC: ClassPass CEO Fritz Lanman on Betting His Career Facebook Would Be A $10Bn Company, Lessons From Travis and Uber on Scaling A Global Marketplace & Whether Growth and Capital Efficiency Are Mutually Exclusive
- ▶ 12:48 Fritz Lanman And I've tried to steal from them from Amazon and from, you know, what I saw, you know, Facebook and other companies and also my best startups and whether it's Ben Silverman's product thinking at Pinterest and try to figure out my own…
20VC: Elad Gil's High Growth Handbook on The Commonalities of The Truly Great CEOs, How To Hire The Very Best Execs, Why Cash is A Defensible Moat Today & The Pros and Cons of M&A and IPOs
- ▶ 28:28 Elad Gil I think that in Silicon Valley, too many people are stuck on Amazon as the primary model for what will succeed as a company, and Amazon is actually the exception versus the rule. 3 times in the scene
- ▶ 38:54 unnamed speaker I would argue that Google and Apple and, you know, Amazon are the most innovative companies in the world, and they do that as public companies.
- ▶ 45:27 Harry Stebbings And I do want to reiterate what a fantastic resource it is for the community, and you can now buy it on Amazon.
20VC: Lessons From 2x $Bn Exits in Trulia and lastminute.com, 3 Leading Indicators That Suggest Potential Marketplace Success & Why We Are Going To See A Fundamental Change To The World of VC with Pete Flint, Managing Partner @ NFX
- ▶ 18:46 Pete Flint It was so capital efficient, and they grew incredibly quickly, and it was a time when eBay was thought to be the superior business to, to Amazon. 2 times in the scene
- ▶ 21:21 Harry Stebbings In terms of that kind of rapid scale, I was just reading a piece by Eugene Wei, who was one of the first kind of financial controllers at Amazon, and they said that every business has an invisible asymptote.
20VC: Why Serial Entrepreneurship is Overrated, Why You Will Get Fired If You Listen To Your Board & How To Construct Investor Update Emails The Right Way with Joe Fernandez, Founder & CEO @ Joymode
- ▶ 20:43 Joe Fernandez Yeah, he's amazing, and I love Bing, but like, he's on the board of Amazon at the same time, sitting across from Bezos, and then the next day, sitting across from me, and I, you know, feel super self-conscious about that, and really… 2 times in the scene
20VC: Why Most The Value In Crypto Will Accrue in Governance, When Institutional Capital Will Enter The Space and How To Think About Liquidity In Crypto with Joel Monegro, Founding Partner @ Placeholder.VC
- ▶ 9:12 Joel Monegro If you think about these as layers, we got proprietary hardware that later became commoditized, and then we had proprietary software that later became commoditized, and the world we live in today is one of proprietary data, where the… 2 times in the scene
20VC: The 4 Key Skills All VCs Need To Be Successful, How To Build, Maintain and Scale Your Network in VC and What is The Process Through Which VCs Build Conviction in Opportunities with Max Motschwiller, General Partner @ Meritech Capital
- ▶ 28:19 Max Motschwiller And Facebook, Google, Apple, and in some respects, Amazon, they, they are just so large and their user bases are so far reaching and engaged.
20VC: From Sequoia To Accel To General Catalyst: What Makes The Best Board Member & The Hiring Methodology To Attract World Class Talent with KAYAK & Lola Founder, Paul English
- ▶ 29:05 Paul English So like my email for Amazon and Netflix and any company I do business with is on my e-commerce email.
20VC: What John Doerr Taught Me About Great Investing, Why Not All A Rounds Are Post-Traction and Why Despite Overfunding, There Is Still Gaps In Venture Financing with Trae Vassallo, Founding Partner @ Defy.vc
- ▶ 7:43 Trae Vassallo And, you know, John had, you know, was on the board of Amazon and he had just done Google at this time and just this incredible, iconic investor and just wonderfully in
20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
- ▶ 5:27 Glenn Solomon But I think if I think about the last decade, plus the six most important letters that I've seen are iOS, which ushered in really the era of mobile computing, which Apple's iPhone came out in 2007 and AWS where Amazon really ushered in the…
- ▶ 5:27 Glenn Solomon But I think if I think about the last decade, plus the six most important letters that I've seen are iOS, which ushered in really the era of mobile computing, which Apple's iPhone came out in 2007 and AWS where Amazon really ushered in the…
20VC: Andy McLoughlin on The Benefits of Backing Unsexy Businesses with Non-Obvious Founders, How To Distinguish Between A Good Bridge Round and A Bridge To Nowhere & Whether VCs Really Do Add Value?
- ▶ 23:20 Harry Stebbings And if you're a super nerd, buy the Kindle edition, because then you can also do Command F and find the keywords.
20VC: Thumbtack's Marco Zappacosta on The 3 Core Elements To All Board Meetings, Raising $250m from Sequoia and Why You Have To Win Supply Side Acquisition First For Marketplace Success
- ▶ 3:34 Marco Zappacosta You know, Amazon did that.
- ▶ 16:43 Marco Zappacosta So if you think about an e-commerce site like Amazon, they effectively have one network per country, or, you know, in some cases, one network globally.
- ▶ 20:27 Marco Zappacosta I think that's definitely not true of Amazon.
20VC: Greylock's Jerry Chen on The 2 Fundamentals To Assessing Startup Risk, Why Good Investors Have To Be Optimistic & Why VCs Get In Trouble When They Move Outside Their "Strike Zone"
- ▶ 16:06 Jerry Chen It's why VCs are so excited about AR, VR, or smart homes like Alexa, or smart cars, or whatever, because they're net new nodes of distribution shifts.
- ▶ 26:41 Jerry Chen Given this VC podcast, I would say that a lot of founders, investors don't think you can beat Amazon's cloud, AWS, but I actually think AWS is very beatable in certain product areas in certain markets, so I'm still bullish in finding… 2 times in the scene
- ▶ 26:41 Jerry Chen Given this VC podcast, I would say that a lot of founders, investors don't think you can beat Amazon's cloud, AWS, but I actually think AWS is very beatable in certain product areas in certain markets, so I'm still bullish in finding… 2 times in the scene
20VC: How Great VCs Handle Themselves In An M&A Process, Why M&A Has Become The Primary Method of Exit & How The Best M&A Teams Operationalise Their Process with James Loftus, Corporate Development Lead @ Square
- ▶ 7:41 James Loftus Obviously you have Amazon doing something giant like Whole Foods, but it feels like the deals that are sort of the bread and butter of the mid-level exit, I would call.
- ▶ 10:17 James Loftus There's been softening at the other end of the market from the Google, Facebook, Apple, Amazon end.
20VC: How To Strategically Build The Right Investor Base, Why Startup Timing is Like Surfing & How To Determine Whether Someone is Scaling with the Organisation or Not with Daniel Lewis, Founder & CEO @ Convoy
- ▶ 0:46 Harry Stebbings Before Convoy though, Dan served as general manager of new shopping experiences at Amazon, and also spent time at Google and Microsoft.
- ▶ 3:31 Dan Lewis And then ultimately, I was at Amazon, actually, before I started Convoy. 2 times in the scene
- ▶ 4:15 Harry Stebbings I do want to touch on your time at Amazon there because you also worked at Google and Microsoft. 4 times in the scene
- ▶ 8:44 Dan Lewis And then on the demand side, the shipper side of our business, you know, as I mentioned with Amazon and with a lot of other companies pushing on distribution times and delivery times for consumers,
- ▶ 10:19 Dan Lewis And so when we were able to get investors that had built significant companies to come be a part of Convoy, that lent a lot of credibility and trust to our customers where they could say, okay, the founder of Amazon or the person who, you…
- ▶ 20:34 Dan Lewis Experimentation was very valued and that we're in very data centric organizations like Amazon, for example.
20VC: Lightspeed's Alex Taussig on VC Risk Mentality, The Current State of Retail & The Mechanics of Cash Flow
- ▶ 11:46 Alex Taussig As dominant as Amazon is, I mean, that's, that's just a statement to how big commerce is.
- ▶ 14:51 Alex Taussig And then the app stores are just dominated by Facebook, Google, Amazon, and Apple. 3 times in the scene
- ▶ 21:16 Harry Stebbings You told me that Amazon's cash 10 times in the scene
- ▶ 31:13 Harry Stebbings Amazon does more to make the market than destroy it. 5 times in the scene
20VC: 2 Levers To Fundraising: FOMO & Leverage and How To Use Them, How To Implement "A Sustainable Growth Mindset" & How To Put VCs To Work For You with Leore Avidar @ Lob
- ▶ 0:39 Harry Stebbings As for Lior, prior to Lobb, he spent time in the technical business development team at Amazon Web Services, and before that was a derivatives trader on Wall Street with Citigroup.
- ▶ 2:34 Harry Stebbings I'd love to kick off by discussing a little bit about you and how you made your way from Amazon to then founding Lobb. 7 times in the scene
- ▶ 3:15 Leore Avidar And back then, I was always tinkering with different tools on the side, and I started playing a lot with Amazon Web Services back then. 3 times in the scene
- ▶ 3:27 Leore Avidar And so to me, like, being able to use Amazon's EC-II product was just like a superpower for me.
- ▶ 27:14 Leore Avidar It's basically, if you've ever gone to Amazon and you go to their checkout page
20VC: Why, How and When To Think About Growth Teams, The Right Way To Think About Network Effects & Scaling from Phase 1 To Phase 2 of Startup Life with Anu Hariharan, Partner @ YC Continuity Fund
- ▶ 15:43 Anu Hariharan I mean, Amazon is the prime example of a large company that started off as a first party business, which had no network effects, and they've done phenomenally well as they've scaled it.
- ▶ 30:54 Anu Hariharan And then the founder, Dan Lewis is phenomenal because he's this rare blend of founder who has spent tons of years in logistics right from his early days and then in Amazon, and is also an engineer by training.
20VC: The Right Way For Founders To Think About Capital Efficiency, How To Create A Culture of Continuous Learning & The Secret To Talent Assessment and Optimisation with Mariam Naficy, Founder & CEO @ Minted
- ▶ 14:28 Harry Stebbings I literally just chatted to Kirsten Green about the presence of Amazon. 9 times in the scene
20VC: How To Think About Founder-Category Fit, Why The Biggest Opportunities Are In Category Re-Architecture & What Can Be Done To Increase The Amount of Women In VC with Nadia Boujarwah, Founder & CEO @ Dia & Co
- ▶ 13:13 Harry Stebbings Uh, let's first talk about one that's always discussed in, in the space, which is kind of the 800 pound gorilla being Amazon. 4 times in the scene
- ▶ 14:42 Harry Stebbings I'm speaking of kind of an incumbent like Amazon there, though.
20VC: The Biggest Growth Opportunities for Young People in Tech Today, Why Distributed Workforces Are The Secret To Beating Incumbents & Why It Has Never Been Easier To Operate A Company Than Today with Andy Pflaum, Founder & CEO @ Astro
- ▶ 13:42 Andy Pflaum The biggest, I'd say, element of that is, of course, AWS, or the similar services from Google and Microsoft, cloud services, but also the rise of more online services for managing a company.
20VC: How To Analyse Platform Shifts Effectively, The Effects Of Not Having Free and Open Distribution & The Right Way To Think About Board Composition with Neil Young, Founder & CEO @ N3twork
- ▶ 9:29 Harry Stebbings Platform shift itself, and one that Peter Fenton said on the show, with regards to the starvation of free and open distribution, how do you think about this in the kind of potentially fallow period for consumer, in the incumbency advantage…
20VC: Why Brands Can Have The Same Revenue Multiples As Enterprise Companies & The Right Way To Think About Amazon In Today's World of Commerce with Eurie Kim, General Partner @ Forerunner Ventures
- ▶ 21:43 Harry Stebbings And kind of finishing on incumbents, and before we dive into the quickfire, what incumbent could we not talk about but Amazon? 11 times in the scene
- ▶ 25:30 Eurie Kim So when you say, Alexa, I want toilet paper, does it care what brand of toilet paper you get? 3 times in the scene
20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
- ▶ 4:45 Henry Davis My thesis around e-commerce investing was that multi-brand e-commerce had already been won by Amazon, which was true then.
- ▶ 14:20 Harry Stebbings Before we move on to kind of really the acquisition tools and how you so successfully use them, just discuss one of the elements from kind of one point that you discussed being the multi-brand aspect, and Amazon, as you said, who dominates… 13 times in the scene
20VC: 3 Key Differences Between US and Asian Tech Markets & With Such Large Incumbents Chasing Early Acquisitions, Is There A Market For Later Stage VC with Crystal Huang, Investor @ GGV Capital
- ▶ 17:58 Crystal Huang An almost disproportionate influence on the market relative to even Amazon or Google in the US.
- ▶ 20:56 Crystal Huang I mean, every pitch that I hear about infrastructure is ostensibly something that Amazon could do one day, right?
- ▶ 22:29 Crystal Huang So number one is obviously my Kindle app.
20VC: Why This Is Just The Start for Consumer Mobile, 3 Lessons China Taught About How To Invest Better In The US & How To Think About The Opportunity Cost of Capital Deployment with Hans Tung, Managing Partner @ GGV Capital
- ▶ 7:42 Harry Stebbings Has Amazon not already won? 3 times in the scene
- ▶ 12:11 Hans Tung That experience where you have a community, content, and commerce is what we think is extremely differentiated from Amazon. 2 times in the scene
20VC: Why VC Is A Game of Maximising Serendipity, How VCs Can Characterise Their Approach To Working & Product Lessons from Jack Dorsey & Sonos' John MacFarlane with Kevin Thau, General Partner @ Spark Capital
- ▶ 18:48 Harry Stebbings I do have to ask, Kirsten again said on the show that Amazon's done more to make the market than to crush it. 5 times in the scene
- ▶ 26:04 Kevin Thau Amazon Echo or different displays around your home, and who knows what's gonna happen with AR and VR, that I think the interface for that world doesn't exist, and I think someone should build it, and that's what they want to do.